Core Wealth Management, Inc. Dimensional ETF Tr Inflation P Transaction History
Core Wealth Management, Inc.
- $246 Billion
- Q2 2024
A detailed history of Core Wealth Management, Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Core Wealth Management, Inc. holds 186,301 shares of DFIP stock, worth $7.89 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
186,301
Previous 174,366
6.84%
Holding current value
$7.89 Million
Previous $7.19 Billion
5.77%
% of portfolio
3.09%
Previous 3.12%
Shares
7 transactions
Others Institutions Holding DFIP
# of Institutions
104Shares Held
9.95MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$86.9 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO951KShares$40.3 Million13.08% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$34.3 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$31.3 Million5.43% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL400KShares$16.9 Million8.75% of portfolio